See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,497 | $175,202-11.8% | $149,673+3.2% | $139,434+10.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.37% | 166.71%-141.3pp | 134.42%-109.0pp | 372.94%-347.6pp |
| Employer contribution / active EE | $22,269 | $5,474+306.8% | $4,818+362.2% | $4,751+368.7% |
| Participant deferral / active EE | $17,731 | $6,519+172.0% | $5,680+212.2% | $6,710+164.2% |
| Admin fee / account holder | $885 | $16,150-94.5% | $13,210-93.3% | $11,403-92.2% |